Skill Set

Skill Set

Skill Set page lists all the skills added to a portal. The skills can be associated to portal users or resources with defined expertise level: Beginner, Intermediate, or Advanced. 

It gives a clearer picture of your team's capabilities at a glance. An admin can refer to Skill Set to identify requirement, assign tasks to users as per expertise and manage teams and workload better.


Notes
Availability: Enterprise plan onwards.

Benefits:

  1. User mapping as per expertise.
  2. Faster gap identification and onboarding.
  3. Minimized disruption due to unavailability or switching of team members.
Idea
Meridian Hospital uses Zoho Projects to run a new patient intake modernization project and needs to staff it with clinicians whose expertise is formally documented.

In the Skill set page, the clinical project manager adds skills such as: Emergency triage, Surgical assistance, ICU management, and Medication administration, each skill associated to the staff as users with defined proficiency. This becomes the hospital's shared competency registry across all projects.

In the Users module, every user's skills are displayed as a column. The project admin can immediately check for the staff who covers expert-level triage and radiology.This helps the administrator assign critical patient facing responsibilities to experienced staff while identifying other team members who can provide support to experts.

Enable Skill Set

  1. Navigate to  > Customization > Skill Set.
  2. Enable toggle next to Skill Set.
  3. Confirm your action to start adding skills to your portal.

Disable Skill Set

  1. Navigate to > Customization > Skill Set.
  2. Disable the toggle next to Skill Set.
  3. Confirm your action to disable Skill Set.

View Skill Set

A specific user's or resource's skill set can be viewed from the users details page in the Users module or as a column in the Portal users or Resources list view.
Alternatively, all Skill Sets can be collectively viewed in the Skill set section in the Set Up Page under Customization.

Add Skill Set

Skill set must be enabled to add skills.
  1. Navigate to   > Customization > Skill Set.
  2. Click Add Skills.
  3. Enter Skill Set Name, Description, Skill Set Level.
  4. Click Add.
Alternatively, Skills can be added from the users list view in the Skills.

Add Skill Set to Portal User or Resource

  1. Navigate to Users in the left navigation pane > Portal Users or Resources.
  2. View details or select Edit option for the respective portal user or resource.
  3. On the details page, click on the Skill Set field to add skills. 
    1. For Resources, click on the Skill set field in the form to add skills.

Edit Skill

  1. Navigate to   > Customization > Skill Set
  2. Hover over the Skill you want to edit and click .
  3. Select Edit.
  4. Edit details and click Update.
Notes
Bulk Updating: Skill level can be updated for a maximum of 100 users at a time.

Delete Skill

  1. Navigate to   > Customization > Skill Set.
  2. Hover over the skill you want to delete and click .
  3. Select Delete.
  4. Confirm your action and click Delete.

View Skill Activity Stream

All the activity done on the skill since it was created is recorded in the Activity stream of the Skill.
  1. Navigate to   > Customization > Skill Set.
  2. Hover over the skill and click .
  3. Select Activity Stream.

Associate Portal Users/ Resources

  1. Navigate to  > Customization > Skill Set.
  2. Hover over the respective skill and click .
  3. Search and select users to associate to the skill next to the skill set levels.
  4. Click Update. 

Remove Users/ Resources from Skill

  1. Navigate to > Customization > Skill Set.
  2. Hover over the respective skill and click .
  3. Remove users from the Skill Set Level field by clicking .
  4. Click Update.